Explaining the Detailed Scheduling Planning Board

Objective

After completing this lesson, you will be able to explain the planning board in Detailed Scheduling.

Planning Board: Navigation

The graphic summarizes the Planning Board navigation. The details are outlined in the text that follows.

You can search for or select objects on the time scale using the context menu (Begin with First Graphical Object).

You can change the scale of the time scale using the context menu.

For a better detail view of the objects, you can zoom in the planning board by dragging a frame with the left mouse button while holding SHIFT.

The way the line format is sorted can be changed up to the selected chart. Within a chart, you can use the Edit menu to position the selected objects up for a better overview.

You can use the binoculars icon or Edit to search for an order number, product, product name, setup group, or setup key.

For Resource Load, Product Stock and Network Views you can define static charts that are displayed permanently in the planning board, or dynamic charts that you can display or hide in the planning board.

In an Operation List, all the operations within the evaluation period that are scheduled at the selected resources are listed. In an Order List, all orders that are scheduled at the selected resources are listed. In Production Overview, the quantities and status of the selected products are listed; for example, have the quantities of a product been released or confirmed.

If you need more detailed information on navigation in the DS planning board, see the online help.

Display function:

  • Which functions the context menus contain and which function keys appear in the toolbar can be defined in the planning board profile.

  • If the indicator Operation filter is set in the resource view for Customizing of the work area, the DS planning board only displays operations that you explicitly entered in the associated set in a static operation chart. Additional details can be found using the F1 help.

The graphic illustrates the selection of alternative resources. The details are outlined in the text that follows.

If alternative resources should be used, the following prerequisites must be satisfied:

  • For each activity of an operation, you have stored in PPM or PDS more than one mode with alternative resources that can be used for carrying out the activity.

  • You have linked modes to which the same priority is assigned.

In general, these alternatives are not the same. For example, you would rather load a fast, expensive machine rather than the slower, inexpensive replacement machine. You therefore need to assign priorities to the modes. Priority A represents the highest priority. Assign priority Z to modes that you only want to plan manually in the DS planning board.

When creating an order, the system automatically selects the mode in accordance with priority and availability date. In the case of the DS planning board, you select the mode manually.

If a mode (for example mode 1 in the example) is deselected using drag and drop during rescheduling, the other activities of the same mode are also deselected.

Navigate in the Detailed Scheduling Planning Board

Usage of the Detailed Scheduling Planning Board

Order and Resource Evaluations

The graphic illustrates order and resource evaluations. This is described in the text that follows.

Resource, order, and product evaluations are available in PP/DS production planning. These evaluations can be called up from the evaluations area menu or the DS planning board.

Order list: For selected resources, the system displays a list of all orders with the first operation that is processed using one of these resources.

Operation list: For selected resources, the system displays a list of operations with components that are processed using these resources.

Production overview: A list for selected products.

WIP list: Displays the stocks for the selected resources that are provided in the operations for further processing.

Resource utilization: This displays the resource utilization for single resources or multiple resources selected for each period.

An evaluation refers to a specific evaluation period and a specific planning version.

Capacity Planning – Components

The following methods can be used to achieve a feasible production plan:

  • Adjusting the available capacity by increasing the standard capacity supply of the corresponding resource or by increasing the capacity supply in a time-phased interval

  • Using an alternative mode on a resource with sufficient free capacity

  • Manually determining or creating a time period with sufficient available capacity on the planning board

  • Forming optimum sequences to reduce setup times

Calling Up the DS Planning Board

When you select a menu option for the DS planning board, this calls up an overall profile.

In production planning and detailed scheduling, you can directly call up the planning board with various overall profiles, that is, with different settings. To do this, use View 1, View 2, View 3 or Variable View to select the DS planning board.

If you call up the Variable View, you have to select a suitable overall profile to find the required entries in the planning board. You can select sub-profiles for the overall profile that can be defined in Customizing.

In View 1, View 2, and View 3, profiles that are predefined by SAP are used. If you want to work with other overall profiles, you have to assign these overall profiles to the SET/GET parameters in user maintenance (SystemUser ProfileOwn Data).

If you call up the Variable View, you can still change the work area before starting the planning board. In the overall profile, you can specify whether or not you can change the work area for Views 1 to 3 when calling up the planning board.

Work Area

From these resources, the system determines the objects that are displayed in the various charts (resources chart, orders chart, operations chart and products chart).

Hint

You define the products and resources that you can schedule in the planning table in the propagation range. A link between the work area and the propagation range can be defined in Customizing in the propagation area.

Detailed Scheduling Planning Board

The graphic illustrates a detailed scheduling planning board.

The schedule is displayed graphically in the planning board.

The planning board is used for interactive planning, for example, for interactive processing and resolving alerts.

You can define the layout of the planning board, for example:

  • The different charts (for example, a resource chart and an order chart)

  • The field selection and sorting for the columns in the table section of a chart

  • The format of the rows in the table section

  • The objects displayed in the diagram section of a chart, for example:

    • Operations or orders (graphical objects)

    • Histograms (curves for warehouse stock and resource utilization)

    • Network views of operations and orders that show the time and pegging relationships between operations and orders

  • The layout of operations and orders in the diagram section

Planning Board: Navigation

The graphic summarizes planning board navigation, which is described in more detail in the text that follows.

You can search for or select objects on the time scale using the context menu (Begin with First Graphical Object).

You can change the scale of the time scale using the context menu.

For a better detail view of the objects, you can zoom in the planning board by dragging a frame with the left mouse button while holding the Shift key.

The way the line format is sorted can be changed up to the selected chart. With Edit, the selected object can be moved to the top to allow a better overview within the chart.

You can use the binoculars icon or Edit to search for an order number, product, product name, setup group, or setup key.

For Resource Load, Product Stock, and Network Views, you can define static charts that are displayed permanently in the planning board, or dynamic charts that you can display or hide in the planning board.

In an Operation List, all the operations within the evaluation period that are scheduled at the selected resources are listed. In an Order List, all orders that are scheduled at the selected resources are listed. In Production Overview, the quantities and status of the selected products are listed - for example, have the quantities of a product been released or confirmed.

If you need more detailed information on navigation in the DS planning board, see the online help.

Planning Board: Functions

Display function:

  • Which functions the context menus contain and which function keys appear in the toolbar can be defined in the planning board profile.

  • If the indicator Operation filter is set in the resource view for Customizing of the work area, the DS planning board only displays operations that you explicitly entered in the associated set in a static operation chart. Additional details can be found using the F1 help.

Recap: Selection of Alternative Resources

The graphic illustrates the selection of alternative resources. The details are outlined in the text that follows.

If alternative resources should be used, the following prerequisites must be satisfied:

  • For each activity of an operation, you have stored more than one mode with alternative resources that can be used for carrying out the activity in PDS.

  • You have assigned linked modes the same priority.

In general, these alternatives are not the same. For example, you would rather load a fast, expensive machine than the slower, inexpensive replacement machine. You therefore need to assign priorities to the modes. Priority A is the highest priority. Assign priority Z to the modes you only want to schedule manually in the DS planning board.

When creating an order, the system automatically selects the mode in accordance with the priority and availability date. In the case of the DS planning board, you select the mode manually.

If a mode (for example mode 1 in the example) is deselected using drag and drop during rescheduling, the other activities of the same mode are also deselected.

Work with the Detailed Scheduling Planning Board

Set Up the Planning Run with Detailed Scheduling